Jewish Community Foundation Annual Report 2015

Smarter Giving. Your Way.

2 0 1 5 A n n u a l R e p o r t

Voices of JCF

Sam GouldPage 23

The GalesPage 10

The PalansPage 15

The Morgensterns Page 20

The SokolsPage 5

The CantorsPage 12

The Peltzmans Page 16

Christa LouisPage 21

The MISSION of the Jewish Community Foundation of Greater Kansas City is to promote the practice of tzedakah (righteousness, charity) and the pursuit of tikkun olam (repairing the world) by serving as the central resource and advocate for planned giving and endowments in the Kansas City Jewish community. We accomplish this by:

Building financial resources to promote sustainable Jewish communal organizations and programs;Engaging, educating and inspiring multiple generations of givers throughout the Jewish community; andProviding creative philanthropic planning expertise to individuals and families to assist them in achieving their charitable goals.

The VISION of the Jewish Community Foundation of Greater Kansas City is to foster, sustain and ensure a strong and vibrant Jewish community for today and for generations to come.

Photo of Sam Gould by Rich Sugg, republished by permission of The Kansas City Star.

2 0 1 5 A n n u a l R e p o r t

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What’s InsideGiving in HarmonyLeadershipOur Programs2015 in PhotosCommunity Legacy FundSupporting FoundationsSmarter Giving. Your Way.Donor Advised FundsRestricted Funds/PartnersB’nai Tzedek FundsPlanned GiftsIn MemoriamLifetime Endowment GiftsFinancialsJewish Heritage Foundation

We regret any errors or omissions.

This annual report was made possible in part by a generous grant from the Sam and Lucy Gould Fund

of the Jewish Community Foundation.

Giving in Harmony

2 JCFKC.ORG | SMARTER GIVING. YOUR WAY.

Lauren Mattleman HoopesExecutive Director

Irvin V. BelzerPresident

Take the beauty of a single, well-sung note, add another at just the right interval and then another and another. Each one sounds sweet alone, but layered together creates something greater, something transformative. In life, as in music, harmony is worth pursuing. And so it is with the work of the Jewish Community Foundation. Each of you brings an individual voice that is critical to our mission and to our community’s future.

This year, contributions to Foundation funds grew significantly with estate distributions playing a tremendous role. Customized giving plans including grandchildren, restricted funds for special projects, and corporate scholarship funds also contributed to the diversity of creative giving that the Foundation stimulated in 2015.

The bequest from the late Christa Louis (page 21), representing the second-largest gift to the Foundation in its history, was especially noteworthy, not just for its size, but for its impact. It has created a permanent endowment fund, seeded with a donor advised fund created during Christa’s lifetime, which will provide seven Jewish organizations in Kansas City with unrestricted support in perpetuity. This kind of unrestricted support is increasingly rare, and can be the key to the long-term financial sustainability of charitable organizations and their core programs. We are thrilled for the beneficiaries and honored to be entrusted with this important legacy.

Large or small, every act of tzedakah makes our community and our world a better, more harmonious place. We appreciate your partnership and look forward to another year of working together in this worthy endeavor.

2015 Board of Trustees

2016 Board of Trustees

Life Trustees2015 Officers

2016 Officers

Professional Staff

L. Joshua Sosland, PresidentIrvin V. Belzer, First Vice PresidentAlice Jacks Achtenberg, Vice PresidentDavid R. Goodman, Vice PresidentJames M. Klein, Vice PresidentFrank W. Lipsman, Vice PresidentLinda B. Lyon, Vice PresidentRobert V. Palan, Vice PresidentAnn L. Darke, TreasurerRonald W. Goldsmith, Immediate Past PresidentLauren Mattleman Hoopes, Secretary & Executive DirectorTodd L. Stettner, Assistant Secretary

Lauren Mattleman Hoopes, Executive DirectorKevin Taylor, Chief Financial OfficerJoshua Stein, Director of Fund DevelopmentBeatrice Fine, Director of Funder Services & EducationBrooke Hardy, Director of CommunicationsRoberta Goller, Grants ManagerLiz Mathews, AccountantAntoinette Starks, Executive Assistant

Jeffrey S. AlpertSarah Z. BerenLewis A. BereyFred S. BodkerRonald L. CoppakenGary H. CortesEdward J. GoldsteinSharon GreenwoodLynn IntraterAnn Slegman IsenbergMarcia KarbankStewart S. KoestenBrad Koffman

William B. KortPolly KramerPeter S. LeviDavid R. LevyLon J. LowensteinAaron G. MarchHoward E. MayerAlana R. MullerDavid M. PorterBrian M. ScharfTracy E. ShaftonPatricia Werthan Uhlmann, ex-officio

Merilyn BerenbomStanley J. BushmanSanford L. CohnRonald W. GoldsmithWard A. KatzWilliam B. LowensteinKaren D. PackElaine Polsky*Michael A. SchultzMorton I. SoslandJoel D. VileStanford A. Zeldin

Rita Cortes, Jewish Heritage Foundation Executive DirectorKim Lewis, Jewish Heritage Foundation Grants & Operations Manager

Irvin V. Belzer, PresidentAlice Jacks Achtenberg, Vice PresidentDavid R. Goodman, Vice PresidentJames M. Klein, Vice PresidentFrank W. Lipsman, Vice PresidentLinda B. Lyon, Vice PresidentAlana R. Muller, Vice PresidentRobert V. Palan, TreasurerL. Joshua Sosland, Immediate Past PresidentLauren Mattleman Hoopes, Secretary & Executive DirectorTodd L. Stettner, Assistant Secretary

Jeffrey S. AlpertSarah Z. BerenLewis A. BereyFred S. BodkerRonald L. CoppakenGary H. CortesSandi FriedEdward J. GoldsteinSharon GreenwoodLynn IntraterJohn Isenberg, ex-officioAnn Slegman IsenbergMarcia Karbank

Stewart S. KoestenBrad KoffmanWilliam B. KortPolly KramerPeter S. LeviDavid R. LevyLon J. LowensteinAaron G. MarchHoward E. MayerDavid M. PorterBrian M. ScharfTracy E. ShaftonGary Weinberg

Leadership*of blessed memory

Our Programs

The Jewish Community Foundation provides a variety of opportunities for members of our Foundation Family to experience the value and rewards of charitable giving. From B’nai Tzedek, our teen philanthropy program, to J-LEAD, our young adult giving circle, to Create a Jewish Legacy, our planned giving initiative, participants add their own unique voice and perspective to our charitable chorus.

The B’nai Tzedek program introduces B’nai Mitzvah-age youth to charitable giving by allowing them to open their own “giving” funds at the Foundation. B’nai Tzedek teaches teens about the agencies that help meet the needs of the Jewish community and empowers them to make a positive difference in the world. Teens and their families make a minimum donation of $125 to open a fund, and JCF contributes $375, for a total balance of $500. Every year participants may grant 10% of their fund balance to a Jewish agency either locally or in Israel. See page 17 for a list of B’nai Tzedek fundholders.

J-LEAD (Jewish Leadership, Education, Action and Development) brings young Jewish adults in their 20s, 30s and 40s together to make a substantive difference in the Jewish community. J-LEAD is a giving circle that makesgrants from funds collected by its members ($500 charitable contribution for membership) as well as matching funds from the Jewish Community Foundation’s Community Legacy Fund and other generous Foundation donors.

By pooling resources together and collectively making grant decisions, J-LEAD members are able to achieve a greater impact than any one member could do alone.

B’nai Tzedek J-LEAD

$203,945 has been granted since B’nai Tzedek began

$308,185 has been granted since J-LEAD began

Voices of JCF“Philanthropy is very important to me and being on the B’nai Tzedek Youth Council, a group of teens that engages peers in philanthropy, gives me an opportunity to help others become involved.” - Braxton Hammontree (above, left)

“The best part about the B’nai Tzedek Shuk [JCF’s annual youth philanthropy fair] was that I learned that even though I am just a Midwestern Jewish teen, I can still make a difference in the world.”- Sagi Rudnick (above, right)


Create a Jewish Legacy (CJL) is JCF’s effort to help secure the long-term future of community programs and institutions through an emphasis on planned giving. CJL is the next generation of our highly successful Bushman Community Endowment (BCE) program which was launched in 2007 as a way to help local Jewish agencies and congregations learn to better cultivate planned gifts. Goals of CJL include securing planned gifts, ensuring stewardship, developing strong leaders and building public awareness of planned giving. See page 19 for a list of donors who have created a Jewish legacy with a planned gift for the community.

$68 million estimated in future commitments

Voices of JCF Voices of JCF“We joined J-LEAD several years ago because we saw the value in pooling funds with a group to make a larger impact on several local organizations. Our contributions to J-LEAD have nicely complemented our commitments to other causes. The interactive nature of J-LEAD, through both the grant selection process and the family volunteering activities, is always fun and uplifting. Our children consistently enjoy participating and have learned the importance of chesed (loving kindness).”

- Eva & Jason Sokol

“Doing good in the communitywas instilled upon me through my family, Boy Scouts and otherorganizations. I understand the particular importance of planned giving and how it is needed to secure our Jewish future. I have worked directly with organizations to help build their endowments and recognize the valuable role that the Foundation can play. As chair of the Create a Jewish Legacy initiative, I would like to be sure that all those who have made planned gifts recognize the impact that they are making and how much they are appreciated.”

- Gary Cortes

Create a Jewish Legacy

5SMARTER GIVING. YOUR WAY. | JCFKC.ORG

Hanukkah helpers light the menorah at our annual meeting

We were awarded Nonprofit Connect’s Philly Award for “Best Informational Brochure”

At our annual meeting, Emily Shehi surprises outgoing board president Josh Sosland with a musical gift

The Jewish Heritage Foundation celebrated Ellen Kort’s retirement and the hiring of Rita Cortes as its new executive director

Scott and Susan Krigel met JCF Board leadership, staff and other new donors at our New Donor Happy Hour

2015 in Photos

30th Anniversary Million Dollar FundCharles L. & Evelyn R. Abrams Memorial FundBertha S. & Ida E. Adelson Legacy FundAbe & Helen Alport FundHans & Elisabeth Archenhold Legacy FundIda B. Bamberger Memorial FundAnne Bernard Memorial Legacy FundAbe & Anna Bograd Memorial FundGeorge G. Bornstein Memorial FundClara & Hyman Brand FundL. H. & Betty Brickman Memorial FundDavid & Jean Brockman Philanthropic FundJacob Brown Memorial FundMorten Brown FundJerome & Jeannette Cohen Memorial FundJoseph Cohen FundLouis Cumonow FundBen & Dora Edelbaum Family FundPaul & Doris Flam Legacy FundJacob Friedman Legacy FundPhillip L. Gershon Legacy FundGloria Gershun Legacy FundChuck Gilbert Insurance FundNathan & Vita Goldberg FundSolomon Goldberg Memorial FundSam & Lucy Gould Legacy FundMarvin Greenbaum FundFlo Harris Memorial FundMax K. & Regine B. Harwick Legacy FundHoffman - Cohen - Rose FundBernard Hoffman FundHarry Jacobs Legacy FundPhillip Jacobs Memorial Fund

Community Legacy Fund

The Community Legacy Fund is an aggregation of permanent endowments from which grants are awarded to Jewish community agencies whose applications are reviewed and evaluated by the JCF Grants Committee and Board of Trustees.

Jewish Community Foundation Insurance FundHarold Kain Charitable FundEmma Landie Memorial FundAllen & Barbara Lefko Legacy FundEmelie Levin Memorial FundMargery Lichtor Legacy FundDavid & Lillian Lieberman Legacy FundDorothy Loeffler Legacy FundLowenstein Brothers FoundationGwenn “Babe” Mallin Legacy FundMel & Lore Mallin Legacy FundAbraham & Florence Margolin Legacy FundSol Margolin Memorial FundCyril A. & Rowena Milens Legacy FundHelen & Julius U. Oelsner FundNathan Rieger FundGerald Rose Legacy FundSylvia Rosenstock Memorial FundDorothy Rosenwald Legacy FundLillian Shaw Memorial FundBen & Clara Shlyen Memorial FundLeah Starr Memorial FundClare Stern FundRuth Stern FundAnna Strauss FundGerre Gene & Eugene M. Strauss FundDonald & Sally Tranin Legacy FundBen & Helen Trillin Memorial FundAlfred Wallach Memorial FundHanan D. Wedlan Memorial FundHeim Wolberg Memorial Fund

2015 Community Legacy Fund Grants: $283,862

Congregation Beth Israel Abraham & Voliner: Overland Park Eruv RepairsEpsten Gallery: Art Therapy & Community Art ProgramHyman Brand Hebrew Academy: Needs- Based Financial AssistanceJewish Community Campus: Campus Security; Rent ReliefJewish Community Foundation: BCE Incentive Grants; J-LEAD MatchJewish Community Relations Bureau/ American Jewish Committee: Sustaining a Healthy Jewish CommunityJewish Family Services: Care Management; Chaplaincy Program; Food Pantry; Help at Home; JET ExpressKehilath Israel Synagogue: Mikvah FacilityKC Repertory Theatre: Student Tickets to The Diary of Anne FrankMidwest Center for Holocaust Education: “Preserving Iraqi Jewish History” ExhibitNational Conference of Synagogue Youth & Jewish Student Union: Shabbat ShaBangRabbinical Association of Greater KC: Community Seder; Day of DiscoveryTemple Beth Sholom, Topeka: Security UpgradesTorah Learning Center: Kosher Meals on WheelsUniversity of Missouri, Columbia Hillel: Engagement Program InitiativesVaad Hakashruth: Kosher BBQ Festival

Document displayed at the “Preserving Iraqi Jewish History”

exhibit

7SMARTER GIVING. YOUR WAY. | JCFKC.ORGNew funds are listed in green.

Supporting Foundations promote philanthropy and multigenerational giving while enjoying the benefits of public charity status, avoiding the excise taxes, restrictions and spending requirements imposed on private foundations.

Stanley J. Bushman Charitable Supporting FoundationFrances Wang Gershon Supporting FoundationShirley & Barnett Helzberg Supporting FoundationJCFRE Supporting Foundation

Supporting Foundations

Jewish Community Center Charitable Supporting FoundationJewish Heritage Foundation Supporting OrganizationLowenstein Family Supporting FoundationEdward S. Rose Family Supporting Foundation

Louis & Frances Swinken Supporting FoundationVillage Shalom Charitable Supporting FoundationVision Associates Supporting FoundationWhite Family Supporting Foundation

2015 Distributions from Supporting Foundations12 Supporting Foundations$2,545,180 distributed209 grants & distributions to 124 unique organizations

61% / $1,547,111Local Jewish

1% / $25,500National Jewish

34% / $857,320Local Non-Jewish

4% / $115,249National Non-Jewish


Smarter Giving. Your Way.

When you give through a JCF Donor Advised Fund, you give to the organizations you want, when you want, and reap the benefits of smarter giving:

Streamlined giving - no more writing separate checks or cumbersome recordkeeping

Support all of your favorite charities - Jewish AND secular

Tax benefits - receive an immediate charitable income tax deduction when you open or add to your Fund

Professional and prudent investment of your Fund

Charitable Legacy - allow your children or grandchildren to manage your Fund after your lifetime

Reinvestment - administrative fees are used to enhance our community through educational programs for givers of all ages

Donor Advised Funds are charitable giving accounts that enable donors to give smarter. Established with contributions of $5,000 or more ($2,500 for those under age 35), a Donor Advised Fund allows donors to recommend grants to any qualified charitable organization. Donors may name successor advisors in order to encourage future generations to continue their tradition of giving.

Donor Advised Funds

1215 Fund507 FundAbelson Family Donor Advised FundAchtenberg Family Donor Advised FundACME Investment Club Donor Advised FundHerb Adler Donor Advisory FundDr. Mark & Nancy Aeder Philanthropic FundAllen & Janet Agron Donor Advised FundCathy & Jeff Alpert Donor Advised FundMeredith & Jonathan Angrist Donor Advised FundDiane & Steve Azorsky Charitable FundHarry & Ruth Baker Philanthropic FundRonald Baker Philanthropic FundIrvin V. Belzer & Sue McCord-Belzer Donor Advised FundBenPaul Charitable FundSarah & Peter Beren FundLoren & Merilyn Berenbom Philanthropic FundMichael & Mollie Berenbom Donor Advised FundCarol & Lewis Berey Family FundJeff & Jamie Berg Donor Advised FundBergman Family Charitable FundFred Berman Memorial FundBernard Family FundBernstein Rein Charitable FundLeonard & Irene Bettinger Philanthropic FundBlitt Family Donor Advised FundDavid M. Block Philanthropic FundJames H. & Rae V. Block Charitable FundKenneth & Lisa Block Philanthropic FundJacob & Elizabeth Blum Philanthropic Fund

Michael & Jenifer Blum Philanthropic FundFred & Cynthia Bodker Charitable FundThe Brahman FundEdith & Lewis Bratt Family FundDaniel L. Brenner Family FundJacob & Frances O. Brown Family FundMartin & Helen Brown Charitable FundPhillip & Peedee Brown FundHerb & Bonnie Buchbinder Donor Advisory FundScott Buchbinder & Baree Nottberg Donor Advised FundDaphne G. Fautin & Robert W. Buddemeier Donor Advised FundStanley J. Bushman Philanthropic FundPhilip & Dorothy Byer Philanthropic FundByers Family Donor Advised FundCantor Family Charitable FundCantor’s Award FundBill & Robin Carr Philanthropic FundChasnoff Philanthropic FundChaykin Family Charitable FundJonathan & Ellen Chilton Family Donor Advised FundBarton P. Cohen & Mary Davidson Cohen Charitable Fund IIDonna Gould Cohen FundHoward E. & Debra L. Cohen Family Donor Advised FundJeannette & Jerome Cohen Philanthropic FundLeonard & Lisa Cohen Charitable FundThomas M. Cohen Charitable FoundationSanford L. & Barbara L. Cohn Philanthropic FundRita M. Cortes Donor Advised Fund

Louis & Dorothy Cumonow Foundation FundCutler Family Charitable FundMarida Cutler Charitable FundDavidner Family Speaker Fund for Jewish FederationDr. Mark & Diane Davidner Donor Advised FundSheryl & Ron Davidow Children & Grandchildren Donor Advised FundRon & Sheryl Davidow Charitable FundDevinki Family Philanthropic FundRobert D. & Kathy DeWitt Donor Advised FundDimbert Family Donor Advised FundMarian Durbin Philanthropic Fund “A”Alan Edelman & Debbie Sosland-Edelman Philanthropic FundEven ha-Ezel Donor Advised FundKatja Edelman Donor Advised FundDr. Gustave & Elinor Eisemann Philanthropic FundFriends of Dr. Gustave Eisemann Charitable FundMark Eisemann & Leslie Mark Family FundLeonard & Barbara Enslein Family Philanthropic FundBernard P. & Joan E. Erdman Family Charitable FundAndy Ernstein Donor Advised FundArthur & Diane Federman Donor Advised FundIsak & Ann Federman Family FundFederman Nachadeem FundFeingold Family FundJune & Isaac Feinsilver Fund


Donor Advised Funds continued

Eddie & Gloria Baker Feinstein Family FundEllis-Fine Family FundPaul Fingersh & Brenda Althouse Donor Advised FundPella & Jack Fingersh FundMichael & Marlene Fishman Family FundPaul & Doris Flam Donor Advisory FundJonathan Freiden & Rebecca Dragon-Freiden Charitable FundSeth & Robyn Freiden Donor Advised FundBradley & Theresa Freilich Donor Advised FundDr. Robert H. & Carole S. Freilich FundDr. John & Hilary Fried Philanthropic FundSandi & Ed Fried Family Donor Advised FundElinor & Sherrill Friedman Family FundFrank & Sondra Friedman Family Philanthropic FundAndy Fromm & Laurie Bomba Charitable FundBernie Fromm Donor Advised FundBill & Jackie Fromm Donor Advised FundJeff & Rhonda Fromm Donor Advised FundFunders Council FundGalblum Family Charitable FundAmy & Derek Gale Philanthropic FundSandy & Steven Geduldig Donor Advised FundCynthia F. & Joseph M. Gensheimer FundFrances Gershon Freiden Klein FundPaul N. & Elinor S. Gershon FundGershun-Goldman Family Tzedakah FundGerson 4G Donor Advised FundDavid Gerson Family Donor Advised FundJames & Katharine Gerson Donor Advisory FundJeffry & Karen Gerson Donor Advised FundDebra & Michael Gill Donor Advised Fund

B. William & Cheryl Ginsberg Charitable FundSaul L. Gitomer Donor Advised FundGlazer Donor Advisory FundAllison & Josh Glickman Donor Advised FundKaren R. Glickstein & Donald J. Swartz Family Charitable FundMiriam & Robert M. Glueck Philanthropic FundMerrill B. Goldberg Donor Advised FundStanley L. & Geraldine Goldberg Family FundStanley & Carolyn Goldman Donor Advised FundJeff & Jessica Goldsmith Philanthropic FundMichelle Goldsmith Philanthropic FundRonald & Susan Goldsmith Philanthropic FundEdward J. Goldstein Donor Advised FundEugene & Elaine Goldstein Charitable Donor FundGina & Elly Goldstein Donor Advised FundGoller Family Philanthropic FundBarney Goodman Donor Advised FundDavid R. Goodman Donor Advisory FundSophia Goodman FundTodd S. Goodman Charitable Gift FundKaren & Michael Gortenburg Donor Advised FundRudy & Phyllis Green Donor Advised FundJim & Sharon Greenwood Philanthropic FundGrin Family Donor Advised FundDrs. Sheldon Grossman & Sharon Prohaska Philanthropic FundRuth & Herbert Gruenebaum Donor Advised FundAllen & Gail Gutovitz Charitable FundLarry Haith Donor Advised FundAlana Muller & Marc Hammer Donor Advised FundSteven & Susan Hammer Donor Advised Fund

Voices of JCF

“Opening a Donor Advised Fund has helped keep us organized around our philanthropy, particularly when it comes to having documentation to supply to Amy’s employer to take advantage of matching grants. We support a variety of organizations and doing so is easy via the Foundation - the ability to log in and recommend grants at any time, from anywhere, is convenient. We are comfortable and confident having our fund at a Jewish community institution, and would recommend creating a fund to anyone who wants to be thoughtful and intentional about their philanthropy.”

- Amy & Derek Gale

Richard & Reta Hans FundThe Flo Harris FoundationBarnett C. Helzberg, Jr. Donor Advised FundAmelia James Helzberg Donor Advised FundArthur Charles Helzberg Donor Advised FundBenton Feld Helzberg Donor Advised FundJamie & Bush Helzberg FundCharles M. Helzberg Philanthropic FundElias Shakley Helzberg Donor Advised FundLeo Harmon Helzberg Donor Advised FundOliver Montgomery Helzberg Donor Advised FundReesa & John Helzberg Donor Advisory FundSawyer Benjamin Helzberg Donor Advised FundShirley & Barnett Helzberg Jr. Donor Advisory FundDrs. Steven & Janice Hendler Charitable FundHeritage Donor Advised FundJoseph & Catherine Hiersteiner Donor Advised FundHillel & Shamai Donor Advised FundGail & Harry Himmelstein Philanthropic FundJohn W. Hoopes & Lauren Mattleman Hoopes Donor Advised FundHerbert & Brita B. Horowitz Philanthropic FundWilliam & Lynn Intrater Donor Advised FundJohn & Jennifer Isenberg Philanthropic FundTom & Ann Isenberg Donor Advisory FundLawrence & Sandra Jabenis Donor Advised FundThe Family of Alan & Cyndie Jacobs FundAnne & Michael Jacobs Donor Advisory Fund

Sherri Jacobs Donor Advised FundDeborah S. Jacobson Memorial FoundationElliot & Ann Jacobson FundHoward & Rosalyn Jacobson Grandchildren’s FundJohn & Trudy Jacobson Foundation FundRichard & Ali Jacobson Philanthropic FundRosalyn & Howard Jacobson Donor Advisory FundJAZ-MD FundJELMP Charitable FundJ-LEAD FundNorman B. & Sybil K. Kahn Special FundKaplan Family FoundationAbe & Catherine Kaplan Philanthropic FundHarvey L. & Michele Kaplan Donor Advised FundHelen & Sam Kaplan Memorial FundMarian Kaplan Donor Advised FundPhil & Ruth Kaplan Donor Advised FundKarbank Family FundMarcia S. Karbank & Joseph T. Smuckler FundOctavio Karbank FoundationSteven Karbank FoundationBarry Kaseff & Jessica Rudnick-Kaseff Donor Advised FundIsaac & Minnie Katz Family FoundationMarlene & Stanley Katz Donor Advised FundTamar Katz Donor Advised FundAndrew B. & Lynn Kaufman Philanthropic FundKurt & Stephanie Kavanaugh Donor Advised FundAdam & Alison Kaye Donor Advised FundJames & Lisa Klein Philanthropic FundMichael Klein Philanthropic FundKoenigsberg FundStewart & Joy Koesten FoundationAmanda & Brad Koffman Charitable FundMarie & Phil Koffman Family FundRegina M. & William B. Kort Donor Advised FundStephen & Ellen Kort Family Fund


Irwin & Sylvia Kotelov Family FundKramer Family FundRachel Krantz Donor Advised FundCara Krashin Donor Advised FundErlene & Sandy Krigel Charitable FundMelvin E. & Sevi R. Krigel Endowment FundScott & Susan Krigel Donor Advised FundLefko Family Charitable FundSandy & Joel Leibsohn Donor Advised FundGary & Jo Ellen Leifer Donor Advised FundDr. Harry B. & Ralph H. Levey Philanthropic FundAdele B. Levi Donor Advised FundJeffery A. Levi FundJoshua S. & Jennifer M. Levi Donor Advised FundPeter & Enid Levi Donor Advised FundKacy Childs Levin & Mark Howard Levin Donor Advised FundDavid & Nicole Levy Donor Advised FundLewis Family Donor Advised FundFloriene & George Lieberman Charitable FundEugene & Marjorie Lipsky Philanthropic FundFrank Lipsman & Janet Mark Donor Advised FundBeth & Michael Liss Donor Advised FundFrank Loeffler & Phyllis Carozza Philanthropic FundJosef Loeffler Donor Advised FundBabs & Bill Lowenstein Donor Advisory FundRichard & Gail Lozoff Donor Advised FundLinda B. Lyon Charitable FundMallin Family Donor Advised FundLore & Mel Mallin FundAaron G. March Donor Advised FundJeffrey Marks & Carol Marks Donor Advised FundBrooke Tivol McGrath Legacy FundMarilyn & Kurt Metzl Charitable FundMichael & Sharon Milens Philanthropic Fund

Donor Advised Funds continued

Morgenstern Family Donor Advised FundA. Martin & Corinne M. Morgenstern Family Charitable FundJules Moskowitz & Beti A. Weber Donor Advised FundNicole Abend Nenon Memorial FundLewis & Susan Nerman Philanthropic FundMargaret & Jerome Nerman Philanthropic FundLarry & Ronna Nussbaum Philanthropic FundR. L. Onikul FoundationSteven & Karen Pack Family FundAmanda & David Palan Donor Advised FundRobert & Barbara Palan Donor Advised FundDavid & Mindy Parmet Donor Advised FundRoshann Parris & Jeff Dobbs Philanthropic FundJennifer & Steven Paul Family Donor Advised FundJoel & Brenda Pelofsky Donor Advised FundBarbara Rosenberg Pinsker, Judy Shapiro, & Wendy Bandklayder FundLarry & Ellen Polsky Philanthropic FundNorman & Elaine Polsky FundCarol & David Porter Donor Advised FundPorter-Gill-Hill FoundationHarry Portman Philanthropic FundHarold & Janet Price Family FundDr. Edward & Merry Prostic Philanthropic FundRainen Family Donor Advisory FundRobinow Family Donor Advisory FundRobinson Family Donor Advised FundIrv Robinson FundEdward S. Rose Family FundHerman S. & Muriel R. Rose Philanthropic FundHoward & Rosanne Rosen Donor Advised Fund

Voices of JCF

“With our commitment to Judaism and so many deserving causes, it was natural for us to move our Donor Advised Fund from a major national organization to the Jewish Community Foundation of Kansas City. As our daughter studies to become a rabbi, and with our son having lived and studied in Israel, JCF offers an effortless way for us to both follow in our family’s long tradition of supporting worthy causes, and to renew and reinforce our dedication to giving in this generation and those to follow. All of us feel more engaged in giving when our family fund donates locally, so we’re also delighted to now have a fund whose staff members have expertise in local charities.”

- Chuck & Sandi Cantor

Alan & Myra Rosenberg Charitable FundWilliam & Kathi Rosenberg Donor Advised FundFamily of Blanche & Ira Rosenblum Foundation FundIra & Blanche Rosenblum Family Foundation FundHoward & Brenda Rosenthal Family FoundationMiles & Sally Ross Charitable FundRoth/Beshears Charitable FundArlene & John Rubenstein Family FundArlen & Elaine Cohen Rubin Charitable FundDr. David & Julie Rudman Donor Advised FundGerean Rudnick & Nat & Jean Robin FundEugene M. & Marjorie E. Sackin FundJeremy & Debra Sandler Donor Advised FundBrian & Anne Scharf Donor Advised FundDaniel & Miriam Scharf Philanthropic FundJonathan Scharf & Meggan Ways Donor Advised FundWilliam & Fani Schifman Donor Advisory FundVivien & Daniel Schlozman Donor Advised FundSchoenfeld Family Philanthropic FundMichael & Cathy Schultz Philanthropic FundSam & Sonia Schultz FundNeal & Dana Schwartz Donor Advised FundAlan & Tracy Shafton Family FundIsadore & Charlotte Shafton Memorial FundArlene & Leo Shalinsky Donor Advised FundPeter & Amy Shapiro Donor Advised FundShaw Family FoundationScott Sher Donor Advised FundThe Shifra Philanthropic FundShuchart Family FoundationSiegler Family Donor Advised FundSignoff FundSlabotsky Family Charitable FundMyron N. & Elaine K. Slotsky FoundationSlutsky Family Donor Advised Fund

Edward A. & Beth K. Smith FundSosland Foundation FundBlanche & Neil Sosland Donor Advised FundCharlie & Jeanne Sosland Charitable FundDavid & Rachel Sosland Philanthropic FundJeffrey & Mindy Sosland Philanthropic FundJoshua & Jane Sosland Philanthropic FundStahl Family FundIrene & Norton Starr Family FundStein Family FundJoshua & Sheryl Stein Donor Advised FundLouis & Carly Stein Donor Advised FundDaniel & Ann Stern FundFrank & Robin Sterneck Donor Advised FundJohn & Jennifer Stolte Donor Advised FundEugene & Gerre Strauss Philanthropic FundHarry B. & Anna C. Strauss Philanthropic FundMarvin Szneler Donor Advised FundThalblum Family Tzedakah FundHarold & Ruth Tivol Philanthropic FundTranin 3649 FundEarl J. & Leona K. Tranin Special FundTruitt Family Donor Advised FundTwo Sams FoundationPaul Uhlmann Jr. Donor FundJohn Weil Uhlmann Family FundPatricia Werthan Uhlmann Donor Advised FundHy & Bella Vile Legacy FundJoel & Sue Vile Philanthropic FundWacknov Family Donor Advised FundSusan Waskow Donor Advised FundBarbara & Jeff Weiner Donor Advised FundLewis & Shirley White Donor Advised FundWilk Family Philanthropic FundMindy & Josh Wilson Donor Advised FundDr. Herbert & Phyllis Winer Philanthropic FundRichard & Wendy Winer Donor Advised FundAnnie & Victor Wishna Donor Advised FundWolff Family Charitable Fund

Toma & Andy Wolff Donor Advised FundMichael & Pamela Zanders Donor Advised FundStan & Joyce Zeldin Philanthropic FundZoglin Family Fund (Mollie, Frank, Ron & Robert)Joseph & Julie Zwillenberg Family Fund


2015 Distributions from Donor Advised Funds362 Donor Advised Funds$8,780,458 distributed2,850 grants & distributions to 754 unique organizations

35% / $3,060,530 - Local Jewish

6% / $537,233 - National Jewish

51% / $4,510,044 - Local Non-Jewish

8% / $672,651 - National Non-Jewish

Partners

Restricted Funds give donors and their families the opportunity to make contributions that reflect their unique charitable interests, honor loved ones or express their desire to leave a legacy to the community. These funds may be restricted for a particular project, organization or congregation.

Restricted Funds

The following organizations have selected JCF as the trusted steward of their charitable resources.

B’nai B’rithB’nai B’rith Youth OrganizationCongregation Beth ShalomCongregation Beth TorahCongregation BIAVCongregation Ohev SholomHyman Brand Hebrew AcademyJewish Community CampusJewish Community CenterJewish Community Relations Bureau/ American Jewish CommitteeJewish Family ServicesJewish FederationKehilath Israel SynagogueKU HillelMidwest Center for Holocaust EducationNew Reform TempleSheffield CemeteryTemple Beth Sholom, TopekaThe Temple, Congregation B’nai JehudahVillage Shalom

Allen Abend Scholarship FundCharles L. Abrams & Evelyn R. Abrams Philanthropic FundHerbert Adler Endowment Fund for Village ShalomAllen & Janet Agron Summer Camp & Israel Experience ScholarshipAnonymous Fund for Jewish EducationRichard P. Atlas & Barbara M. Atlas Fund for Jewish FederationDiane & Steve Azorsky Family Endowment FundHarry & Ruth Baker Village Shalom Financial Assistance FundRuth S. & Harry Baker JCC Endowment FundJacob “Jack” Baraban PACE FundBBYO 75th Anniversary Endowment FundBBYO Matzo Ball FundBert Berkley Advocate for Community Relations Fund JCRB/AJCCongregation Beth Shalom Mount Carmel Cemetery FundCongregation Beth Shalom Mt. Carmel Cemetery Capital Improvements FundDaniel L. Brenner Youth Leadership Award FundBBYO - Daniel L. Brenner Leadership Training FundDr. Mark J. Brodkey PACE FundFrances O. Brown Lion of Judah Endowment FundJacob & Frances O. Brown KU Hillel Endowment FundMorten & Regina Brown Fund

Esther F. & William J. Bushman Beth Shalom Endowment FundCaviar Family Fund for the Kansas City CommunityChange the Truth FundDonna Gould Cohen Lion of Judah Endowment FundHoward E. & Debra L. Cohen Family Student Leadership FundJoseph Cohen & Margaret Pollock Cohen FundCortes Fund for Congregation Beth ShalomCortes Fund for Rice UniversityCortes Fund for the Jewish Community of Sedona & Verde ValleyCortes Fund for the Sedona Int’l Film FestivalCovenant Presbyterian Church PACE Fund for Pidyon ShvuyimDanciger Fund A - UMKC Judaic StudiesDanciger Fund BDeLeve Family Memorial FundFred Devinki Jewish Education Scholarship Fund For Kehilath IsraelMaria Devinki Lion of Judah Endowment FundSam Devinki Endowment for Holocaust EducationDorothy & Allan Dorfman FundSherman W. Dreiseszun Campus Maintenance & Improvement FundLouis Durbin Scholarship FundHarry C. Feingold PACE FundAvrum & Clara Feinstein Memorial Mazon FundMilton W. Feld Endowment Fund

14 JCFKC.ORG | SMARTER GIVING. YOUR WAY. New funds are listed in green.

Dan Fingersh Garden FundDan Fingersh Hebrew Academy Scholarship FundDora Fox Lion of Judah Endowment FundBari Freiden Lion of Judah Endowment FundFrank Friedberg FundAnna & Isadore Friedman HBHA Scholarship FundHarriett & Jacob Friedman HBHA Scholarship FundIsadore & Anna Friedman HBHA Scholarship FundJacob Friedman Endowment Fund for Ohev SholomGear For Sports Scholarship FundFrances Wang Gershon Lion of Judah Endowment FundPhillip L. & Rita Gershon Philanthropic FundGloria Polsky Gershun Lion of Judah Endowment FundPeter Gerson Educational Scholarship FundNorman Glazer & Jean Burstein Glazer Fund for Jewish Cultural ArtsBernard & Esther Abend Glickstein Scholarship FundHoover & Ida Goffin Education FundStanley & Geraldine Goldberg FC FundMarsha & Jules Goldman Family FundGoldsmith Family Enrichment Fund For The Hyman Brand Hebrew AcademyLucy & Sam Gould Charitable Fund for JCCLucy & Sam Gould Charitable Fund for Kehilath IsraelSam & Lucy Gould Gesher FundSam & Lucy Gould FundJay Grant Memorial FundGuckenheimer Family FundMarc Hammer & Alana Muller Insurance FundJoseph Hartman Scholarship FundCharles M. Helzberg Employee Recognition Fund IIJohn & Jennifer Isenberg Insurance FundVera Isenberg PACE Fund

Ann R. Jacobson Lion of Judah Endowment FundRosalyn & Howard Jacobson Insurance FundJCRB/AJC Rabbi Alan Cohen Interfaith Clergy Institute FundJDC Foundation FundJewish Art FundJewish Community Habitat FundJCF Jewish Community Campus Endowment FundJewish Federation Community PACE FundJewish Loan Fund of the Jewish FederationJewish Veterans Museum Association FundJudaic Studies FundMichele Kaplan Lion of Judah Endowment FundSherry Hyatt Kaplan Fund For Adult Jewish LearningRose Karbank Lion of Judah Endowment FundMarvin Katz PACE FundEmma Jaye Kershenbaum FundClarence & Margaret Kivett PACE FundMargaret & Clarence Kivett FundShirley & Alfred Kohlman PACE FundPolly Kramer Lion of Judah Endowment FundSeymour & Marsha Krinsky Fund For Kehilath IsraelWilliam L. Lee PACE FundVrem D. & Esther H. Levens Fund For Unity Coalition for IsraelHerman Jay Levikow Endowment FundEmelie Levin Emergency Financial Assistance Endowment FundRichard & Carol Levin Family FundJudith U. & Martin Levy PACE FundFloriene Lieberman LOJE FundMichael & Beth Liss Insurance FundMyra Rosenberg Litman LOJE FundDorothy & Julius Loeffler HBHA Scholarship FundJenny & Alvin Loeffler HBHA Scholarship Fund

Voices of JCF

“Giving back to the community is very important to us. In trying to do as much as we can, we look for the most efficient opportunities. When the IRA Charitable Rollover was permanently extended in 2015, we were thrilled to have a partner in the Jewish Community Foundation helping us establish a fund to support various charities that we care deeply about.”

- Barbara & Bob Palan


Louis Family Memorial FundLon & Cathy Lowenstein FC FundBabe Mallin Lion of Judah Endowment FundJack Mandelbaum FundBernard A. Margolis Perpetual Memorial FundMenorah Women’s Foundation FundMichael & Sharon Milens Restricted FundShanny Morgenstern Lion of Judah Insurance FundShanny & Eric Morgenstern Insurance FundSam Nussbaum Z’’L Israel Scholarship FundAmanda Hecht Palan Lion of Judah EndowmentRobert & Barbara Palan Restricted FundJulius & Dorothy Peltzman HBHA Scholarship FundBarbara R. Pinsker, Judy Shapiro, & Wendy Bandklayder EndowmentPriya: A Fund for Jewish ReproductionMaurice & Harriet Raffel Memorial Endowment FundDoris & Max Rainen Memorial Fund for Hadassah - KC ChapterEdward S. Rose Family Fund for Village ShalomEdward S. Rose Family Early Childhood Education Center FundH. Paul Rosenberg Jr. Special FundJoseph H. & Sarah Rutlader Memorial FundSaving History Jewish Archives FundWilliam & Fani Schifman Endowment for Kehilath IsraelSam M. Schultz Jewish Book Fair FundIrena Sendler Scholarship FundArlene & Leo Shalinsky Restricted FundAvrom H. & Janet W. Siegel Educational FundSlabotsky Family Theatre Operations Endowment

Beth K. Smith Lion of Judah Endowment FundSolsky Family Flower & Maintenance FundJoseph Solsky Scholarship FundE. David Soltz Israel Scholarship FundCharles & Joshua Sosland FC FundDr. Harry & Alice Statland Young Adult EndowmentDr. Harry & Alice Statland Village Shalom Assistance FundStewart & Esther Stein Insurance FundSummer Experience Award FundSunday Night Fun FundTemple B’nai Jehudah Babs Lowenstein Pre-school Scholarship FundRuth Krigel Tivol Endowment FundTogether We Remember Scholarship FundSally & Donald Tranin PACE FundPatricia Werthan Uhlmann Lion of Judah Endowment FundJoel & Sue Vile FC FundV.S. - Financial Assistance FundJudith Marder Wasserman Fund for SasoneWestern Extralite Company Scholarship FundLewis & Shirley White Grandchildren FundWhite Theatre Grantor FundBob & Marcia Wolff Endowment for Congregation Beth TorahSam Yagan Family FundFanny F. Yarmo Fund/Congregation Beth ShalomJoseph & Julie Zwillenberg Insurance Fund

Restricted Funds continued

Voices of JCF

“Our parents, Julius and Dorothy Peltzman, left behind an incredible legacy that is present in our lives and the lives of our children and grandchildren. Judaism, education and community ranked high among their core values and by creating a scholarship fund for students of Hyman Brand Hebrew Academy, we ensure that their legacy of giving will continue for generations to come. The Foundation has been a trusted partner in our effort to honor our parents.” -Sherry Peltzman Blumenthal & Robert Peltzman

B’nai Mitzvah-age teens and their families contribute a minimum of $125 which is matched by $375 from the Foundation to establish individual B’nai Tzedek Funds. The teens may recommend grants of up to 10% of their fund balance annually to Jewish organizations, locally or in Israel.

B’nai Tzedek Funds

Amy Abrams Gabrielle Abrams Moriah Abrams Sam Abrams Rebecca Jacks Achtenberg Robert Aeder Benjamin Allen Molly Oberstein Allen David Fine Alpert Isaac Alpert Solomon Alpert Doug Altman Jessica Altman Joshua Altman Scott Morgan Altman Benjamin Antes Jeffrey Appelbaum Helen Arnold Darby Asner Nathan Isaac Atherton Andrew Azorsky Hannah Azorsky Joshua Azorsky Rose Azorsky Brooke Badzin Austin Baker Gabrielle Baker Lauren Baraban Mollie Allison Barouh Rachel Bayer Haley Becker Alina Bell Jacob Bell Natalie Bell Jillian Benson Jake Beren Rachel Beren Katherine Berenbom

Aaron Berkowitz Sarah Berkowitz Ben Bernard Daniel Bernard Rachel Brittany Bernard Shira Bernard Aaron Bigus Alexander Bigus Elizabeth Bigus Emily Binshtok Alexander Block Jacob Block Zachary A. Block Ariel Bodker Ellie Bodker Ilana S. Bodker Jessica Bodker Mallory J. Bodker Michael Bodker Jared Boehm Emory Russell Bohs Caitlin Bold Kylie Bold Piper Bold Hannah Bolter Rachel Beth Bolter Brett Bond Allison Boresow Grace Boresow Nathan Boresow Hannah Bortnick Lyndse Bortnick Ashur Bratt David Brockman Eden Brockman Charles Bronstein Morrie Bronstein Brianna P. Brown

Ariel Brudoley Jonathan Bush Rebecca Bush Gabi Cabell Natalie Cabell Alora Cain Samantha Campbell Louis Schlezinger “Chip” Cantor Rachel Cantor Oscar Chase Mollie Chesis Jonah Chilton Anna Clauer Haidee Clauer Elliot Cohen Jake Cohen Michael E. Cohen Jeff Cole Benjamin Conley Jason Conley Brandon Cosner Justin Cosner Jacob Courtney Carly Cubbage Clay Cubbage Jaquelyne Cutler Marla Daniels Jonas Davidow Noah Davis Isaac Decker Kathleen Deedy Hannah Dolginoff Jonathan G. Edelman Katja Edelman Emma Eisemann Josh Eisemann Noah Eisemann Hersh Ellis

Jonah Elyachar Sarah R. Elyachar Jesse Ernstein Daniel Eveloff Emily Eveloff Hannah Feldman Katie Fine Sammy Fine Timothy Fine Marla Fisherowitz Harry Flamini Danny Flappan Abby Flekier Jacob Flekier Max Fogel Seth DeWitt Franke Evelyn Freilich Eli S. Fried Gabrielle Fried Joshua Fried Maggie Fried Bradley Friedman Melissa Friedman Rachelle Friedman Abby Fromm Laura Fromm Scott Fromm Drew Gaddie Ari Gaffen Suzanne Galblum Nina Gale Robert Garon Michael Geduldig Jennifer Geller Jonathan Geller Josh Geller Juliana Gensheimer Alex Gershon Brooke Gershon

Jacob Gerson Levi Gerson Seth Gilgus Lindsay Gill Emma R. Girson Jonah Girson Joshua Lee Girson Gavriel Glickman Jessica Rachael Glueck Katie Glueck Daniel Goldberg Elana Goldberg Steven Goldberg Elana Goldenberg Kayla Goldenberg Matthew Golden Mirra Goldenberg Jonah Golder Sarah Golder Alexandra Goldman Sarah Goldman Bailey Goldstein Joshua A. Goldstein Kyle Goldstein Morgan Goldstein Rachel Erin Goldstein Sydney Goldstein Imrie Goller Sarah E. Gorn Hannah Gortenberg Isaac Gortenburg Naomi Grant Avery Lynn Gray Spencer S. Green Jeffrey Greenfield David Gressgott Jaclyn Andrea Haith Joshua Haith

Brianna Hakan Daniel Hakan Hannah Reuben Hallock Carolyn Hamburg Daniel Hamburg Shayna Hamburg Braxton Hammontree Shandra Haner Benjamin Haney Mackenzie Haun Alison Kempf Haxton David Helfand Margo Hellman Sarah Hellman James H. Helzberg Matthew Hendler Sadye Hendler Asher Herbet Joshua Herbet Alexa Herman Maggie Herman Sarah Herman Seth Hermanson Alec Hill John I. Hjalmarson David Holzman Alexandra E. Hoopes Nathaniel Hoopes Shaye Horwitz Katie Intrater Lauren Intrater Adam Isenberg Allison Isenberg Gregory Brett Jacobs Joseph Jacobson Ethan Azar-Jagoda Clare Jordan Leah Jordan Kara Kahn


Mark Kanter Alex Kaplan Emily Kaplan Eric Kaplan Rachel Kaplan Farrah Karty Micah Karty Anna Kaseff Ethan Kaseff Jordan Kaseff Joshua Kaseff Lainie Kaseff Rachel A. Kaseff Zachary Kaseff Ashley Katz Tamar Y. Katz Adam M.Katzenberg Rachel Katzenberg Molly Kavanaugh Rose Kenneally Anna Kershenbaum Andrew Isaac Kershenbaum Katie Kershenbaum Susanna King Jordan Kivett Elle Kolkin Elliot Kort Caleb Krakow Ethan Krop Sophie Krop Jessica Kruger Melanie Kulick Samuel Kulikov Jordan Kuluva Paige Kuluva Ethan Kushnir Emily Lawless Michael Lebovitz Jeff Lefko Jonny Lefko Lissa Leibson Adam Levin Ben Levin

Blaine Levin Elizabeth Levin Jarret Levin Adam Levine Elliot Levine Samantha Levine Demi Levitch Mya Levitch Anna Rachel Levitt Ellie Levitt Jenny Levitt McKenna Lewis Lily Jewel Lieberman Danielle Lipsman Jacob Lipsman Abby Logan Jacob Logan Sari Lowenstein Melissa Mallin Zachary Mallin Kate Mandel Aron Mandelbaum Sarah Mann Micah Margolies Samuel Margolies Roxanne Markowsky Madeline E. Mayer Samuel Mendel Adam Mendelsohn Emily Mendelsohn Jessica Ellen Mielke Jacob Milgrim Ethan C. Miller Henry Miller Ariel Mittleman Bradley Mittleman Briana Mittleman Emily Mora Avi Morgenstern Alex Moskowitz David Moskowitz Jordan Myer Jake Myron Cameron Nadler

Kellen Naster Paris Naster Mitchell Navran William Nemitoff Sam Oellien Allie Oltsik Mark Osman Gracie Pack Alyxandra Paisner Danielle Parelman Sam Passer Julia Paul Lindsey Paul Michael Paul Ross Payne Alissa K. Pollack Jordan Pollack Stephanie Pollack Zac Pollack Joe Porter Sophia Porter Michael Portnoy Thomas Poskin Piper Rainen Sarah Elizabeth Rawitch Jack Reeves Sam Reeves Ben Reisler Gordon Reiz Emma Marie Reynolds Daniel Richey Abbie Rieber Ellie Rieber Daniel M. Rindner Carly Robinett Luc Robinett Aaron Shuel Robinow Hannah Robinow Joseph Robinow Daniel Rose Rachel Rosenberg Carly Rosenstock Jesse B. Rosenstock

Harrison M. Rosenthal Naftali Rosenthal Jeffrey Rubel Michael Rubel Julia Ruben Lauren Ruben Sarah Rubin Jesse Rudnick Sagi Rudnick Sam Meyer Rudnick Shir-el Rudnick Daniel S. Sader Eliana Saidel Sara Saidel Adam Samazin Alexandra Samazin Grant Sander Jennifer Sander Spencer Schanzer Dakota Schee Sarah Schlosberg Richie Schlozman Jessica Schneider Michael Schonwetter Gavri Schreiber Maya Schreiber Simi Schreiber Joseph J. Schumaker Ayelet Schuster Eliana Schuster Alexander Schwartz Zachary Shaiken Emma Shapiro Sophie Shapiro Adam Shemitz Sabina E. Shifrin David Shopmaker Joseph Craig Shopmaker Benjamin N. Siegel Paulina Siegel Alex Simon Benjamin Simon Eliana Simon

Jared J. Singer Jenna Gabrielle Singer Megan Singer Noah Skolnick Noah Slabotsky Claire Smith Reuben Smith- Vaughan Ethan Smuckler Hannah Smuckler Ian Sneid Alexander Sokol Amanda Sokol Felicia Sokol Scott Soltz Lindsay Somberg Zach Somberg David Sommi Pearl Sonnenschein Avi Sonnenschein Gabriella Sonnenschein Morgan Sonnenschein Leah Rose Sosland Max Sosland Sam Sosland Trent Sterneck Jonah Stiel Micah Stiel Lily Strauss Natalie Paige Strauss Sydney Strauss Aaron Louis Swartz Alexander Swartzman Harrison Swartzman Miriam Swartz Jeremy Terman Michael Terman Jacob Tivol Hannah Towle Alex Tranin Emily Tranin Andrew Trenton Emily S. Trenton David Trout Ally Turtledove Nathan Turtledove James P. Uhlman Allison Ullman

Mandy Unterhalter Sarah Unterhalter Tiana Alayna Valdespino Elizabeth von Ende Jennifer von Ende Matthew von Ende Samantha Grace von Ende Kaley Wajcman Asher Jacob Weinbaum Kendra Weinstein Brittany Welch Benjamin White Chloe White Jordan White Melissa Krystel Whittemore Ben Wilinsky Kyle Jacob Winston Hayley Wizig Marissa Wizig Ari Wolf Lauren Wolfe Michael Wolfe Jessica Wolff Anna Wolock Elizabeth Wolock Matthew Woolf Eric Wright Jared Wright Owen Wright Trevor Wright Federico Zepeda Ricardo Zepeda Jake Zevitz Brandon Zipper

B’nai Tzedek Funds continued

Planned Gifts

The following individuals and families have created a Jewish legacy by making arrangements to ensure the long-standing vibrancy of programs and services in our Jewish community. The majority of these future commitments were made to the permanent endowments of local agencies and synagogues through the Bushman Community Endowment program established in 2007.

Shirley GottsteinGould Family Sam Gould*Phyllis & Rudy GreenSusie & Bob GreenbergSharon & Jim* Greenwood Greif Family Howard HaasHortense & Joe Haith*Rickie & Edward HaithNatalie & Hanan Hammer Samantha HammontreeJudy & G. Richard HastingsMatt HaunShanna HaunBarbara & Scott HechtJudy & Lloyd S. HellmanCharles M. Helzberg Jamie & Bush HelzbergShirley B. & Barnett C. Helzberg, Jr. Karen HermanBetty & Lenny HershmanGail Himmelstein Louise C. HipschLauren & John Hoopes Lynn HooverLaura & Tim IntfenAnn & Tom IsenbergJennifer & John IsenbergVera Isenberg*Sandie & Larry Jabenis Sherri JacobsRosalyn & Howard T Jacobson

Trudy & John JacobsonDonna & Baruch KaelterDon Kahan Gina Kaiser & David Gale Florence Kaplan Marian KaplanMichele KaplanSheryl & Andrew S. KaplanRose & Barney Karbank* FamilyMarcia Karbank Arlene & David Kaseff & FamilyHarold Kaseff Miriam & Eric KaseffDan KassDonna & Ward Katz Linda & Barry KatzMarlene & Stan KatzLynn & Dr. Andrew Kaufman Stephanie & Kurt KavanaughRuthie KayeKehilath Israel Sisterhood FundAndrea C. KempfSuzanne & Gordon KingsleyMelissa & Marc KingstonLori Silvers KlarfeldBetty & Richard KleinMichael L. Klein Joy & Stewart KoestenAmanda & Brad Koffman

Anonymous (58)Lauren AaronsonRenana & Michael AbramsAlice & David AchtenbergFrank AdlerJeanne & Dan AdlerCathy & Jeff AlpertGail & James AppelbaumAudrey Asher & Michael LernerBarbara & Richard AtlasSharon & Jeff Altman Diane & Steve Azorsky Family Dierdre & Ronald BakerChrista BalanoffCarol & Thomas BarnettSarah Z. Beren Merilyn & Loren Berenbom Phyliss BernsteinIrene BettingerMary & Arnold BirnbaumCindy & Fred BodkerHarvey S. BodkerElizabeth & Jack* Bohm Karen & Jerry BorowickMatthew BowmanCathy Boyer-ShesolAaron Braeman* Aaron Braeman FamilyLaura & Roman BreitbergNeil W. BreslowStevi & Jeffrey BrickBrian BrockmanJennifer & Scott BronsonCarol Brooks

PeeDee* & Phillip BrownBonnie & Herbert Buchbinder Stanley J. BushmanC. Charles Cantor (Chuck) Craig Caplan Robin & William Carr Carol & Arnold CaviarDebra & Howard CohenGloria & Steven CohenLinda & Alan L. CohenLisa CohenThomas CohenMary Davidson CohenDonna Gould CohenNancy Sher Cohen & Robert CohenBarbara L.* & Sanford L. Cohn Logan, Zachary, Michelle & Eric Cole Denise & Ron Coppaken Debby & Gary CortesRita CortesRobert S. Cutler Darke Family Sheryl & Ron DavidowGregg DavidsonLanie & Jim DeckerKathy & Bob DeWitt Jasmine DeyIrene & Sherman* Dreiseszun Doris* & William EdelmanSandy* & Martin L. Eisenman

Andrew Ernstein Meredith FarnanAnn & Isak FedermanDiane & Arthur FedermanDavid Feingold Eddie FeinsteinNicole & Jack FeldmanPella & Jack Fingersh Susan Fisher Herb Fishman & FamilyBeatrice & Steve FineSandi & Ed FriedElaine & David FriedmanTaly FriedmanKristen & Dan FrommElinor & Paul N. GershonMartha Gershun & Don Goldman Karen & Jeff GersonCharles GilbertPatty & Mark GilgusHenri & David GoettelGeraldine & Stanley* GoldbergHildy & Joel K. Goldman Lila GoldmanMadeline & Barry GoldmanGoldsmith FamilySusan & Ronald Goldsmith Carol & Marvin GoldsteinMargaret & Larry GoldsteinDebra & Stu GoldsteinEdward GoldsteinDavid R. GoodmanSFF LLC/Michael Gortenberg


Phyllis & Ron KoganNancy C. & Herbert M. KohnRegina & William KortRobert A. KortJudy & Alan Kosloff Marlene KrakowPolly KramerRachel B. KrantzCara KrashinNicole Krein & Gerald D. LyonsGayle KrigelMarsha & Seymour Krinsky Millie Kritzler Fannie & Morris Lerner* & Meyer LernerPaul Lerner* Linda & Larry LessnerGayle & Ronald LevinBeverly & Joel LevineNicole & David LevyEdna Levy & Jacob Schreiber Nita R. Levy Kim & Jay LewisFloriene & George* Lieberman Lillian & David N. Lieberman Lillian & Norbert LipschuetzBeth & Michael LissKaren Loggia & David SpizmanCathy* & Lon Lowenstein Gail & Richard LozoffJill & Robert MagoonJill & Jim MaidhofLore* & Mel MallinJack MandelbaumManko Goodman Family Aaron MarchJanet Mark & Frank LipsmanKim & Adam MatsilVicky & Howard Mayer

Michael McCuneDoris & William E. MendelCarol MeyersRowena* & Cyril A. MilensEllen MillerShirley & Stanley* MorantzShanny & Eric MorgensternShelah & Jim MuethAlana Muller & Marc HammerJenny Neill & Howard BarewinSusan Seidler Nerman & Lewis Nerman Jodi & Michael NovicoffSusan & Steve OsmanKaren & Steven Pack Amanda Hecht Palan Jean & Allen Parelman Edis & Sid* ParkansJennifer & Steven PaulShirley PenerAaron Pfefer*Joseph PfeferRita* & Larry PoisnerElaine Polsky* Carol & David PorterRuth Pozez Betty PriceSara & Ted PrinceBetsy & Scott RedlerDiane RobinsonIrving R. Robinson Ellen & Edward S. RoseRosanne & Howard RosenGeorge J. Rosenberg Gerald RosenblumJulie & David RudmanGerean Rudnick*Jessica Rudnick-Kaseff & Barry KaseffRhea SalascheScott SamuelsAmy SandlerMiriam & Daniel L. Scharf Fani & William M. SchifmanMarjorie & William Schlosberg

Vivien & Dan SchlozmanJanice SchonwetterCathy & Michael A. Schultz Neal SchusterJanet & Andrew SchwartzAmy & Peter ShapiroRuth & Nathan* Shechter Family Stephanie ShuchartCindy & Sheldon SingerScott SlabotskyElaine K. & Myron N. Slotsky Erin & Brad Smuckler Kelly & Dan SombergCharles SoslandL. Joshua Sosland Debbie Sosland-Edelman & Alan EdelmanAlice & Harry* StatlandCarly SteinEsther & Stewart Stein Ann B. SternRobin & Frank SterneckLorraine StiffelmanJennifer & John StolteKay & Ira StolzerBonnie & Mickey SwadeMarvin S. SznelerDonna & Harvey ThalblumRuth & Harold Tivol Susan & Tom TivolLiz UhlmannPatricia Werthan Uhlmann Sue & Joel Vile Myron Wang Janice & Alan WassermanGail & Gary WeinbergFelicia & Seymour WeinerCivia & Scott WhiteShirley White Ellen & Jerry WolfSusan ZaleJean ZeldinJoyce & Stanford A. ZeldinJulie & Joseph Zwillenberg

*of blessed memoryPlanned Gifts continued

Voices of JCF

“We are passionate about helping to repair the world, in our own unique way. Our plan integrates both the values we want to sustain and the issues and organizations we support. The Jewish Community Foundation listened to our goals and created a strategy that made great sense for us. It’s comforting to have our plan in place, while knowing we can make changes in the future.”

- Shanny & Eric Morgenstern

Voices of JCFChrista Louis


When Christa Louis worked with the Foundation to establish a Donor Advised Fund, she included the provision that at her death, her fund would be converted into a permanent endowment which would benefit seven local Jewish organizations in perpetuity. At that time, JCF staff discussed with Louis the possibility of adding a charitable bequest to her fund to further her charitable legacy, but were not made aware that she had completed formal plans to do so. Louis passed away in March of 2014.

Create a Jewish LegacyPlanned gifts are simple to establish and ensure that your values, and those of the charitable causes you care about, will continue into the future. For more information contact Josh Stein at (913) 327-8121 or [email protected].

Thirteen months later, Lauren Hoopes received a call from the trustee of Louis’ trust at UMB Bank and learned that the Foundation had been designated the sole remainder beneficiary of Louis’ trust. When fully distributed, Louis’ gift is expected to add more than $8.5 million to the Fund. The generous endowment will provide annual income to: Congregation Beth Shalom’s Mount Carmel Cemetery; Hyman Brand Hebrew Academy; The J; Jewish Family Services; Rabbi Gershon Hadas Guardian Society for Children - Camp and Israel Scholarships; The Temple, Congregation B’nai Jehudah’s Rose Hill Cemetery; and, Village Shalom.

“Christa was a very giving person,” says Seymour Krinsky, Louis’ long-time friend and financial advisor. “Though she would not have liked this attention when she was alive, she would be happy that her gift might motivate others to give back to their community.” Louis’ is the second largest endowment gift in Jewish Community Foundation history.


In MemoriamWe remember with appreciation the members of our Foundation Family whom we lost in 2015. We were indeed blessed by their love of community and generous spirit.

Voices of JCF

As a life-long active member of the Jewish community, Sam Gould understood the importance of creating a Jewish legacy to ensure vibrant Jewish life in Kansas City for future generations. He worked with JCF staff to create endowment funds to support the institutions he held dear. He created the Lucy and Sam Gould Charitable Fund for the Jewish Community Center to provide a perpetual stream of income for the J, an organization he considered a ‘home away from home’ throughout his life. The Lucy and Sam Gould Charitable Fund for Kehilath Israel Synagogue was established to support the congregation of which he was a member, lifetime board member and past president. In making planned giving arrangements, Gould said, “I thought that it would be well that I consider the synagogue and the Center because I get so much out of that. I feel that there will have been something that I have left that will have some benefit to these agencies.”

Sam GouldCary LiebermanDorothy Peltzman

Sam Gould

In addition to providing a stable financial future for the institutions he loved, Gould also made arrangements to provide safety-net services for individuals and families in times of need. The Sam and Lucy Gould Gesher Fund is an endowment fund which offers one-time emergency financial assistance for members of the Kansas City Jewish community.

The Jewish Community Foundation was blessed by Gould’s generosity as well. With his financial support, JCF was able to create a new office space on the Jewish Community Campus in 2006. JCF staff and visitors are reminded daily of Gould’s generosity by a plaque hanging in the reception area which commemorates the office dedication on May 17, 2006.

Gould’s kindness touched many lives. The Foundation is truly honored to be entrusted with ensuring his lasting charitable legacy.

Photo of Sam Gould by Rich Sugg, republished by permission of The Kansas City Star.

Aaron PfeferRita Roth PoisnerGerean Rudnick

The following donors have made contributions to the permanent endowments of their favorite organizations during theirlifetimes as part of the Bushman Community Endowment program. Their generosity is helping to build resources today forthe on-going and future needs of our community.

Janet & Allen AgronBrenda Althouse & Paul FingershMeredith & Jon AngristGloria & Michael AzorskyDierdre & Ronald BakerAlbert BambergerBrooks H. BauerAnn & Kenny BaumSusan & Victor BergmanEstelle BermanLisa & Jerry BernardIrene BettingerGloria & Allen J.* BlockBetty BrandMarla Brockman & John GoldbergHelen & Martin* BrownStanley J. BushmanPhyllis Carozza & Frank LoefflerCarol & Arnold CaviarMary Davidson Cohen & Barton P.* CohenDonna Gould CohenBarbara L.* & Sanford L. CohnTodd CoppakenCumunow FoundationRobert S. CutlerSheryl & Ron DavidowDevinki FamilyIda Devinki-Kolkin & Craig KolkinIrene DreiseszunSelma DreiseszunDreiseszun FamilyElinor & Gus EisemannJessica & Michael Ellis

Jackee* & Bobby EpstenMr. & Mrs. Robert FeldmanJoAnn FieldPella & Jack N. FingershBeverly* & Herbert FishmanAlbert GerechtFrances Wang Gershon* FamilyCheryl & B. William GinsbergSusan & Ronald GoldsmithMargaret & Larry GoldsteinGorlin Family FoundationKaren & Michael GortenburgArvin Gottlieb Charitable Fund/ Barton J. CohenJoel D. GreenbergMegan & Michael GrossmanHoward HaasRandi & Larry HaithGail Halvorsen & Bill WienThe Flo Harris FoundationJamie & Bush HelzergLynn & Bill IntraterCory & Daniel JacobsJudy & David JacobsTrudy & John JacobsonDavid KaplanMichele & Harvey KaplanMarcia Karbank & Joseph SmucklerRose & Barney Karbank* FamilyMiriam & Eric KaseffCarla & Tibereus KlausnerMichael L. KleinErlene & Sanford KrigelMarsha & Seymour KrinskyMolly & Tom* LevittSharon & Jerry LindenbaumMyra & Malcolm* LitmanLowenstein Brothers FoundationLore* & Mel Mallin

Barbara & Herbert MandlEsther Markus & Weber IngersollMary Kay McPhee & William PfeifferMLF/JHF Collaborative CommitteeMorgan Family FoundationLinda & Skip NottbergRonna & Larry NussbaumDonna Oberstein & Ace AllenMarvin OrlovickSheila & Lawrence PakulaBarbara & Bob PalanJennifer & Steven PaulElaine & Norman Polsky*Carol & David PorterKaren & Ed PorterMary Jo & Barry PriceJessica & Adam RichEllen & Edward S. RoseFern & John RosenbergSusan & Ernie RosenthalArlene & John RubensteinEsther & Cy* RudnickJessica Rudnick-Kaseff & Barry KaseffBobbie & Paul* RusselRhea Salasche & Harold KaseffAmy & Peter ShapiroScott I. SherJudy & Steve SherryBonnie & Matthew SiegelLynette & Norman SiegelMerna & Sylvan* SieglerPatricia & Daniel SlosburgBeth K. SmithSosland FamilyEstelle & Morton SoslandJane & L. Joshua SoslandVivian & Hymie Sosland Charitable Trust

Evelina & Steven SwartzmanTension Envelope Foundation/ Mayor Richard BerkleyEvelyn & Lowell TilzerPatricia Werthan UhlmannPaul Uhlmann, Jr.Sue & Joel VileShirley WhiteWilk Family Philanthropic FundSusie & Donald WilsonJill ZeldinLaura Ziegler & Gard DavisJulie & Joseph Zwillenberg

*of blessed memory


Lifetime Endowment Gifts

Financials

Statement of Financial Position as of 12/31/15

ASSETS Cash & Equivalents Contributions Receivable Notes Receivable Investments Cash Surrender Value of Life Insurance & Other Assets TOTAL ASSETS LIABILITIES Grants & Other Payables Liability Under Unitrust & Gift Annuity Agreements TOTAL LIABILITIES NET ASSETS Unrestricted Donor Advised Funds Legacy Administrative Funds Supporting Foundations Charitable Remainder Trusts/ Gift Annuities Temporarily Restricted Agencies Other Permanently Restricted TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS

$8,622,036 124,083

1,031,086 177,607,716

1,084,259 $188,469,180

$44,590

454,962 $499,552

$35,946,972 6,865,558

824,225 64,264,404

693,904

38,995,557 10,623,386 29,755,622

$187,969,628

$188,469,180

2015 Distributions From All Funds

Total Asset History

$17,165,326 distributed3,648 grants & distributions to 858 unique organizations

59% / $10,185,333Local Jewish

4% / $662,913National Jewish

32% / $5,504,947Local Non-Jewish

5% / $812,133National Non-Jewish

$ M

illio

ns

‘00 ‘01 ‘02 ‘03 ‘04 ‘05 ‘06 ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13 ‘14 ‘15

106

.5

75.0

78.8

72.3 81.2 82.

8

92.

5

101.3

93.

9 108

.4

116

.2

116

.5

171.8 18

5.2

190

.9

188.

5


The Jewish Heritage Foundation was created in 1994 as a private foundation to serve as a steward of the $29 million that resulted from the sale of Menorah Medical Center to Health Midwest. It remains deeply committed to Menorah’s tradition of healing and compassionate service.

The mission of the Jewish Heritage Foundation is to promote health and general well-being in the Kansas City metropolitan area, with a priority to serve the Jewish community.

In January of 2013, the Jewish Heritage Foundation formally became a Supporting Organization of the Jewish Community Foundation while maintaining its separate and distinct Board of Directors. The move to become a Supporting Organization was a natural outgrowth of the Jewish Heritage Foundation’s firm belief that collaboration is absolutely essential for the survival and effectiveness of nonprofit agencies.

Shepherd’s Center of Kansas City Central KU Hillel Don Bosco Centers

2015 Grant Highlights:

The elements that shaped Menorah Medical Center and helped it thrive – passion for excellence, reverence for learning, commitment to justice and nondiscrimination, and dedication to charity and acts of loving-kindness – live on through the mission of the Jewish Heritage Foundation.

Jewish Heritage Foundation


Effective April 1, 2016, the Jewish Heritage Foundation and the Menorah Legacy Foundation merged and became known as the Menorah Heritage Foundation. The Menorah Legacy Foundation grew out of similar roots as the Jewish Heritage Foundation, as it was successor to the Menorah Medical Center Foundation.

Program and core grants are made in three primary areas: Kansas City Jewish agencies, general community health and human services, and senior services in the general community.

5801 W 115TH ST SUITE 104 OVERLAND PARK, KS 66211

913-327-8245 [email protected] JCFKC.ORG

Documents

Jewish Community Foundation Annual Report 2015